From needs assessment to a tailored solution
The project was carried out in sections, the first of which was finding a solution for CRM, contract management and invoicing, followed by the needs of sales. Experts from various departments, such as sales, finance, business and information management, were involved in needs assessment. Additionally, the project’s key personnel were present at all meetings to ensure that all relevant considerations were taken into account.
“The core project team fluctuated in size from five to ten people, depending on which stage we were in. Cooperation between the different teams went smoothly, and issues were resolved quickly as they came up,” Westman says.
In the early stages of the project, time was spent analysing the old system and performing needs mapping. Through this process, the company arrived at a partially tailored system for invoicing.
For the technical solution, a combination of a tailored solution based on Node.js, which operates on the Microsoft 365 cloud platform Microsoft Azure, and Azure Logic Apps integrations was selected. Invoicing is performed in the tailored system, and customer data and the sales process are on the Microsoft Dynamics 365 platform.
“We arrived at a tailored solution even though it would require more work and testing than an off-the-shelf solution. However, invoicing is now working as we wanted it to,” Westman says.